Client Manager, Personal Lines

Client Manager Personal Lines Job Description

Position Summary

The Personal Lines Client Manager is responsible for delivering exceptional service and helping NSI Insurance Group clients protect their assets. This role manages all client relations and servicing activities within an assigned book of business serves as the primary liaison between clients and insurance carriers supports client retention through exceptional service and prepares and provides price quotes for new and existing clients.

Key Responsibilities

Functional Leadership & Ownership

Serve as the primary day-to-day contact for assigned clients.

Build and maintain relationships with clients carrier partners and internal team members.

Provide insurance expertise guidance and recommendations regarding personal lines coverage.

Act as the primary liaison between clients and insurance carriers.

Hands-On Execution & Delivery

Respond promptly to service requests and inquiries.

Research and resolve client issues.

Prepare and provide quotes for new and existing clients.

Quote bind underwrite and process policy transactions claims and endorsements.

Reporting Quality & Operational Support

Maintain accurate client records.

Review policies and carrier documents for accuracy.

Monitor outstanding items through completion.

Balance renewals service requests and new business deadlines.

Cross-Functional Partnership & Integration

Coordinate with carriers producers and internal stakeholders.

Support enrollment renewals and case installations.

Schedule and conduct renewal meetings.

Communicate renewal results and recommendations.

Growth Change & Special Initiatives

Identify coverage gaps and risk management opportunities.

Support marketing and carrier bid processes.

Participate in implementation of new business.

Support growth through client retention and expanded coverage solutions.

Process Improvement & Best Practices

Recommend enhancements to the client experience.

Stay current on carrier appetites underwriting practices and industry developments.

Maintain proficiency in agency management and carrier systems.

Promote efficient and scalable servicing practices.

Accountability

Delivering exceptional client service and retention outcomes.

Maintaining accuracy and quality of policies proposals and client records.

Supporting seamless execution of renewals claims endorsements and new business.

Building trusted relationships with clients carriers and internal teams.

Exercising sound judgment and ownership in servicing client accounts.

Qualifications

3 years of personal lines insurance experience.

Strong understanding of personal lines coverages and insurance marketplace.

Strong written and verbal communication skills.

Prior property and casualty client management experience.

Property & Casualty License preferred; Customer Representative 440 minimum accepted.

Strong analytical organizational and problem-solving abilities.

Preferred

Experience with Applied Epic AMS360 or similar systems.

CISR CIC CRM or similar insurance designations.

Experience working within an agency environment.

Key Competencies

Client Service Excellence

Ownership & Accountability

Relationship Management

Analytical Problem Solving

Process Management & Continuous Improvement

Collaboration & Communication

Adaptability & Change Agility